Income Tax “Need to Knows” for Military Families
Basic illustration of tax withholding and its implications for paycheck amounts and tax refunds. Credit: Kristen Jowers.
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income tax
military personnel


How to Cite

O’Neill, Barbara, Martie Gillen, and Kristen Jowers. 2024. “Income Tax ‘Need to Knows’ for Military Families: FCS3395/FY1537, 1/2024”. EDIS 2024 (1). Gainesville, FL.


This publication discusses general information about income tax terminology, general information about income tax rules, rates, and refunds, military-specific income tax challenges, military-specific income tax regulations, five income tax planning tips for military families, and income tax resources. Written by Barbara O’Neill, Martie Gillen, and Kristen Jowers, and published by the UF/IFAS Department of Family, Youth and Community Sciences, January 2024.
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College for Financial Planning. (2023). 2023 Annual Limits Relating to Financial Planning.

Internal Revenue Service. (2023a). Armed Forces’ Tax Guide.

Internal Revenue Service. (2023b). Military Family Tax Benefits.

Internal Revenue Service. (2023c). Tax Withholding Estimator.

Intuit Turbotax. (2023). States That Don’t Tax Military Retirement.

Military OneSource. (n.d.). MilTax: Free Software and Support.

Rutgers Cooperative Extension. (2023). Tax Information.

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